InfoSphere Integration and Product Roadmap Keith Kohl Program Director, Product Management

The IBM InfoSphere Vision An Industry Unique Information Platform Simplify the delivery of Trusted Information Accelerate client value Promote collaboration Mitigate risk Modular but Integrated Scalable – Project to Enterprise IBM has assembled a portfolio specific designed to help organizations deal with the challenges of fragmented information. This portfolio, called InfoSphere, accelerates the delivery of trusted information throughout an organization. The portfolio accelerates client value and reduces risk in critical information projects. There are four primary parts to the portfolio. At the foundation is the InfoSphere Information Server, which specializes in integrating data across a heterogeneous landscape and delivering complete and accurate information when and where it is needed. A common target of this data is InfoSphere MDM, which manages a master view of key data elements like customer, product, account, and location over time. InfoSphere Warehouse provides a foundation for enormously scalable data warehouses, with key partitioning, mining, and cubing features to maximize the value of information. And providing acceleration for all of these are the IBM Industry Models, which contain industry-centric domain knowledge to help organizations achieve better results faster. Each part of the portfolio enjoys a market leadership position and stands alone in its value, but IBM is also investing in making the pieces work better together – helping companies who choose multiple parts to leverage deep synergies to further accelerate value.

Evolution of Information Projects Reports Dashboards KPIs… Scorecards Executives Performance Mgmt Understand, Decide Marts ERP Claims Call Center Supply Chain… Applications Real time Situational Decisions Master Schemas Analysts Spot Trends Recommend Analytic Applications Warehouses Marts Weak Information Architecture Heterogeneous Systems & Information Sources 3

An Information Agenda One Approach to Achieving Information On Demand Create an approach for transforming information into a trusted strategic asset that can be leveraged across applications, processes & decisions for sustained competitive advantage Create an Information Agenda 5 Optimize Business Performance & Organizational Knowledge 4 Create, Manage, Govern & Deliver Trusted Information Business Optimization 3 Optimize Content -based Operational & Compliance Related Processes 2 Manage Data Over its Lifecycle 1 DB2, Informix, IMS… 4

Four Pieces… but where is the synergy? “When aiming to optimize costs in data management and integration initiatives, it is critical to know what steps to take and where significant savings can be realized while maintaining success in these projects. In most cases, the cost of implementing the steps will be far outweighed by the savings that can be realized.” -- Ted Friedman, Vice President and Distinguished Engineer, Gartner

OR The Synergy Story Models Cleansing ETL MDM Data Warehouse BI + + +

The Synergy Story Models Cleansing ETL MDM Data Warehouse BI + + + + + A: You Q: Who invests in these integrations? A: IBM + + + + + + +

Market Leadership Data Integration Data Quality CDI PIM ETL Customer Hubs

The Construction of Our Single Platform IBM IBM Information Server Mainframe Integration Replication Event Pub (pre-2002) Federation Ascential Acquisition Content Integration Unstructured Information Mgmt 2002 2003 2004 2005 2006 Integrated Semi-structured Data Handling Integrated Matching Key Point: IBM recognized this need and began building out this platform over four years ago. We are now at the point of architectural unification, providing enormous leverage and productivity for any information integration task. Within IBM, we’ve been on this path for a long time. In fact, we began assembling the platform that Gartner is proposing over four years ago, when we integrated data quality functionality and metadata management into the core ETL platform we had in place. We have added other pieces to this over time through acquisitions and internal technology development. The good news is that we are now reaching the point where this is no longer just a set of integrated technologies. Instead, we now have a completely unified architecture, providing seamless and organic use of these information integration functions interchangeably, and providing extremely high levels of productivity and leverage to development teams. Metadata: 4/24/2002 – Ascential announces metadata strategy – delivers MetaStage 8/18/2003 – Informatica launches SuperGlue Data Quality & Profiling: 4/30/2002 – Ascential adds integrated data quality & profiling (Vality & Metagenix) 7/29/2003 – Informatica signs reseller agreement with FirstLogic to embed cleansing 8/16/2005 – Informatica expands reseller agreement with FirstLogic to include matching 11/10/2003 – Informatica announces integrated profiling capabilities SOA 5/15/2002 – Ascential a founding member of the WS-I – launches SOA strategy 6/16/2003 – Ascential launches RTI SOA deployment product 11/10/2003 – Informatica launches SOA capability 11/11/2003 – Informatica joins WS-I Grid 5/20/2003 – Ascential announces grid strategy – joins GGF 11/10/2003 – Informatica announces grid strategy 11/11/2003 – Informatica joins GGF 64-bit 10/29/2003 – Ascential announces 64-bit plans 11/10/2003 – Informatica announces 64-bit plans Semi-structured data 10/2003 – Ascential launches DataStage TX for handling semi-structured data formats 10/25/2005 – Informatica launches semi-structured data handling capabilities Federation 4/2005 – Ascential is acquired by IBM, a single business unit is created around information integration, including Federation 10/25/2005 – Informatica launches federation capabilities Integrated Profiling SOA Deployment Architectural Unification Integrated Cleansing Grid Deployment Metadata Integration Ascential

Master Data Management Construction Ascential Acquisition - Data Cleansing, Meta Data Management, ETL Operational MDM Customer Center CDI platform WCC MDM Platform 500+ Services SOA Framework Atomic Services Trigo Acquisition DWL Acquisition 1999 2002 2003 2004 2005 2006 2007 Key Point: IBM recognized this need and began building out this platform over four years ago. We are now at the point of architectural unification, providing enormous leverage and productivity for any information integration task. Within IBM, we’ve been on this path for a long time. In fact, we began assembling the platform that Gartner is proposing over four years ago, when we integrated data quality functionality and metadata management into the core ETL platform we had in place. We have added other pieces to this over time through acquisitions and internal technology development. The good news is that we are now reaching the point where this is no longer just a set of integrated technologies. Instead, we now have a completely unified architecture, providing seamless and organic use of these information integration functions interchangeably, and providing extremely high levels of productivity and leverage to development teams. Metadata: 4/24/2002 – Ascential announces metadata strategy – delivers MetaStage 8/18/2003 – Informatica launches SuperGlue Data Quality & Profiling: 4/30/2002 – Ascential adds integrated data quality & profiling (Vality & Metagenix) 7/29/2003 – Informatica signs reseller agreement with FirstLogic to embed cleansing 8/16/2005 – Informatica expands reseller agreement with FirstLogic to include matching 11/10/2003 – Informatica announces integrated profiling capabilities SOA 5/15/2002 – Ascential a founding member of the WS-I – launches SOA strategy 6/16/2003 – Ascential launches RTI SOA deployment product 11/10/2003 – Informatica launches SOA capability 11/11/2003 – Informatica joins WS-I Grid 5/20/2003 – Ascential announces grid strategy – joins GGF 11/10/2003 – Informatica announces grid strategy 11/11/2003 – Informatica joins GGF 64-bit 10/29/2003 – Ascential announces 64-bit plans 11/10/2003 – Informatica announces 64-bit plans Semi-structured data 10/2003 – Ascential launches DataStage TX for handling semi-structured data formats 10/25/2005 – Informatica launches semi-structured data handling capabilities Federation 4/2005 – Ascential is acquired by IBM, a single business unit is created around information integration, including Federation 10/25/2005 – Informatica launches federation capabilities Trading partner Collaboration New Product Introduction Collaboration Departmental Collaboration PIM platform Collaborative MDM Product Center

The Synergy Facts IBM is the only vendor in the leadership quadrants in data integration, master data management, data warehousing, and business intelligence IBM invests $1B per year in this portfolio and the synergy points IBM has best practices & methodologies that extend across these domains IBM leads has the most advanced integration across these components available in the market today Customers who implement multiple pieces from the InfoSphere portfolio reduce their risk and time to market

Enterprise Data Warehouse The Big Picture Data Warehouse Design Business Applications Data Warehouse Model Services Data Model Business Solution Templates Customers Merchandizing Sources Enterprise Data Warehouse Staging Area Data Warehouse Real-time Partition Essbase Products Data Analysis & Reporting POS ROLAP Data Mining OLAP Server * Front Office Predictive Modelling MDM Consumers Accounting Master Data Management Mgt Reporting ESB SIF MDM Repository Business Services ERP Inventory ETL/Data Quality CRM HR Warehouse Management & Administration Metadata Management & Metadata Repository Other Sources

Existing Integration Points for Industry Models Fit with our business requirements…..…....85% Savings from initial analysis phase .……....75% Design (inc. logical & physical models) ..…65% Estimated 6 to 12 weeks for Logical model build  Done in 2 Days Generate warehouse structures through RDA BSTs provide design foundation for reports and cubes Pre-load Information Server with a business glossary & physical model for mapping Data and process models mapped to MDM model & business services

Models, Design Studio & Information Server Fit with our business requirements…..…....85% Savings from initial analysis phase .……....75% Mitigated project risk..………………. …….....20% Estimated 3 to 5 days to capture business metadata  Done in Minutes Upon import to the Information Server, relationships are automatically created between technical assets and business terms

Existing Integration Points for Information Server 20-25% decrease in the time spent in design 15% decrease in the time spent in the deployment 15-20% cost savings to build the warehouse Estimated 2000 staff days for project  Completed in 212 days Pre-built MDM load routines & embedded cleansing & matching High-speed parallel warehouse connectors Direct import of terms into business glossary & physical models into DataStage & FastTrack Metadata lineage into Cognos End-to-end lineage traceability and impact analysis

Auto-generates DataStage jobs Information Server FastTrack To Reduce Costs of Integration Projects Through Automation “FastTrack usage can reduce the cost of ETL development in mid-size projects but 30%-40%.”…Wipro Utilizing FastTrack will bring significant productivity gains, quality improvement, documentation, and metadata transparency of our data integration tasks. It will also greatly improve the quality of our offshore development….Danske Bank Business analysts and IT collaborate in context to create project specification Leverages source analysis, target models, and metadata to facilitate mapping process Auto-generation of data transformation jobs & reports Specification Auto-generates DataStage jobs Flexible Reporting

FastTrack FastTrack FastTrack FastTrack Scenarios Source Metadata Target Metadata Industry Models Information Analyzer FastTrack Data Warehouse Information Analyzer FastTrack SAP Packs SAP Information Analyzer MDM Server Industry Models FastTrack “The ability to translate this information directly into Information Server with up to 70 percent of the code completed will significantly shorten our development lifecycle” - Bank Austria

What does this Field Mean? Show relationships between business terms, data model entities, and technical and report fields Provides cross-tool mapping of business terms Allows field meaning to be understood Allows business term relationships to be understood

Where Happens if I Change this Column? Show complete change impact in graphical or list form Includes impact on reports in BI tools Visually navigate through impacted objects across tools Allows impact analysis on any object type

Where does a Field of Data in this Report Come From? >50% report execs are now getting the information they want >50% report a faster time to value (business gets reports faster) Import & Browse Full BI Report Metadata Navigate through report attributes Visually navigate through data lineage across tools Combines operational & design viewpoint IBM Information Server Source Tables

Existing Integration Points for MDM Server Information Server and MDM Server can reduce initial load by 25%-50%, and improve quality An MDM Rapid Deployment release can be in production in 3-4 months vs. 12-18 months Pre-built MDM load routines & embedded cleansing & matching Service integration with ESB Direct mapping of MDM data model to the Industry Data & Process models Pre-built integration to load InfoSphere Warehouse

Existing Integration Points for Warehouse High speed parallel connectors from Information Server Integration with Cognos through cubing services Generation of warehouse structures from models using RDA Pre-built integration with MDM Server

An Example: American Express Challenge No single view of merchant accounts across Amex Needed to combine multiple data sources into a single data warehouse Very short implementation timelines Solution Chose a complete InfoSphere stack: InfoSphere Information Server InfoSphere Warehouse IBM Industry Models Cognos 8 BI Results Rolled out their first data mart (just over 6 months) The synergies of the InfoSphere portfolio accelerated their project Now looking to expand into MDM

Bottom Line The InfoSphere portfolio addresses the majority of requirements companies face around their information There is no more integrated portfolio on the market IBM has the only portfolio which also leads in each and every category IBM invests $1B each year on this portfolio and its integration By choosing a more complete InfoSphere solution, organizations can reduce their risk & improve time to value

Leading The Market In Innovation InfoSphere Strategy & Vision Leading The Market In Innovation Continued Simplicity & Usability Advancements Rule & Transformation Discovery Automation to Optimization Platform Analytics & Dashboards Data Governance Tools The IBM InfoSphere Software strategy is to continue to lead the market in innovation, further simplifying integration and management of information, and providing automated discovery of data rules and the logic needed to transform data into a useful state. IBM is investing heavily in automating development and integration tasks, and enabling the infrastructure to continuously optimize itself. IBM is also focused on providing more insight into the information integrated and managed through the InfoSphere Software portfolio, through analytics and dashboards embedded in the process – and ultimately helping organizations to more effectively govern information. IBM will continue to invest in each part of the portfolio, and in the integration of the pieces, driving more synergy across the parts to maximize client value.

FastTrack : Automated Rule Discovery Select transformation functions to discover: Value mappings Arithmetic functions String functions If/then conditions Aggregates Lookups Pivots/reverse pivots Parameters to control discovery Confidence, support, etc. Confidence: Support: Transformations: per column 90% 2 Top 3 √ √ Value mapping Arithmetic String Aggregates Pivots Lookups Select source and target tables and subset of columns for discovery Select set of functions to test for (regression, pivots, aggs, mapping, etc.) Predefined list of scalar functions supported by DataStage. Kickoff discovery process Discover Save

Discovered Rules

InfoSphere DataStage Balanced Optimization Data Transformation Developers Architects Provides the same job design as traditional DataStage jobs so there is no recoding required Leverages investments in DBMS hardware by executing data integration tasks within the DBMS Optimizes job run-time by allowing the developer to control where the entire job or various parts of the job will execute. Transform and aggregate any volume of information in batch or real time through visually designed logic Optimizing run time through intelligent use of DBMS hardware

IBM Has Invested To Meet These Requirements One Single Information Platform Business As Usual: Projects 10x as long with individual tooling Unified Platform Benefits: Decreased risk by 53% Improved business alignment 83% Improve time to value by 75% Reduce project staffing by 90% Source: Customer Case Studies, Industry Analyst Reports

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